Universal Banker - Petaluma, CA

What You’ll Do As part of Bank of the West, you’ll be making a positive impact on the environment, your community, and the planet at a leading sustainable bank. Are you curious? We’re looking for an eager, personable learner with banking experience to fill the role of Universal Banker. You’ll be responsible for a range of moderate-to-complex activities in the branch—this includes transaction processing, new account sales, and referral generation. Universal Banker is a high-visibility position in which you’ll often be customers’ first point-of-contact with the bank, while also giving guidance to less experienced frontline staff. You will establish and maintain customer relationships while meeting clients’ complete financial service needs. You’ll also help customers with branch technology and proactively educate them about digital self-service options. As a friendly and helpful branch presence, you’ll chat with customers to identify referral opportunities for appropriate bank products and services. You’ll promote financial products using tactics that may include responding to targeted direct mailings, in-branch selling, and outbound calls. You may also help with more complex transactions and reporting—this can include approving transactions, branch certifications, cash counts, ATM balancing, and other activities. Success will be defined by meeting individual goals that contribute to increased branch sales, revenues, and customer experience.

Qualifications:

To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing. What you need - Basic knowledge of bank systems and procedures, typically acquired through a minimum of 3 years of experience as a teller or personal banker - A personable nature and good customer service skills, both verbal and written - Knowledge of bank deposits, consumer lending products, credit products, and other services - The ability to build relationships, be part of a team, and work collaboratively - Problem solving skills and a can-do attitude - A strong attention to detail - Comfort and proficiency working with technology and software What’s in it for you? At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. Bank of the West is now part of the BMO family, a leading North American bank with a 200 year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the West’s commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society. We provide our team members with the resources they need to be successful at work, and to thrive outside the office. Whether it’s our healthcare benefits, a gym subsidy, parental leave, global opportunities, flexible working, or simply a pack of post-it notes, we make sure you have what you need. Annual Hiring Range/Hourly Rate: $20.50-$25.02 Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level. In addition to base salary, this position is eligible for quarterly incentives. Benefits: Visit https://www.bankofthewest.com/about-us/careers/benefits.html for benefits information. Equal Employment Opportunity Policy Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran. Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Salary : $21 - $25